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how to edit account details

Nathan Scott

hi. how do you edit an existing customers detail? I want to add in their email address in this example.

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  • 0 Sugar Employee Badge

    Hi Nathan, 

    If this customer has pulled over from your ERP, you will be unable to edit in sales-i and it will need to be edited within your ERP. If it is against a specific contact the same rule applies, unless you have added the contact into sales-i in which case there will be an option to edit it, 

    Many Thanks,

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  • 0 Sugar Employee Badge

    Hi Nathan, 

    If this customer has pulled over from your ERP, you will be unable to edit in sales-i and it will need to be edited within your ERP. If it is against a specific contact the same rule applies, unless you have added the contact into sales-i in which case there will be an option to edit it, 

    Many Thanks,

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